JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

CRM & Sales Hub

Search CRM & Sales Hub for solutions or ask a question

Best way to do a bulk email without Sequences?
- Hi all, I'm a one-man band, so "Starter" at $15/month is where I'm at. Thus, I don't and won't have access to Sequences or fully featured automation. Marketing email is available, but I have an old 250-name list for which permissions don't exist. (Also, I don't want the look-and-feel of HTML email for this communication, anyway.) But I will definitely use personalization tokens. Templates are a good timesaver, but ... is there any way t ...read more
Fields containing links are not clickable in mobile app
- Hello from a rainy Helsinki! A client of ours has been facing a weird issue as of late. In their HubSpot we have a single-line text properties which host links to their ERP system. These properties are perfectly working on the desktop app. However, some users are facing issues on HubSpot mobile app, both on android and iOS. On desktop they can press the links, but sometimes the links are shown as not-clickable/accessible on HubSpot. We have ch ...read more
Count Number of Options in CheckBoxes
- Hello. I have a property that is a "Multiple checkboxes" property. I need the number of the values selected, rather than the actual value. Ex. Property called "Product" Deal #1 - Product A (selected) - Product B (Not selected) - Product C (selected) Deal #2 - Product A (selected) - Product B (selected) - Product C (selected) Deal #2 - Product A (No ...read more
Best Approach to Learn Sales for Complete Beginners
- i would like to know the suitable way to learn sales through hubspot's free certified courses for an absolute beginner. i'm 19 and i've started learning sales with the inbound sales course. am i starting right or there is a better introductory course? a lineup of courses from beginner to advanced list would be appreciated. thanks !! ...read more
Export Leads' data from the Prospecting workspace
- I believe without the export option my team and I might opt out of using the Prospecting/Leads feature, even though we see a lot of value in it. The lack of an export option, such as the ones from the Contact, Company, and other pages from CRM (first image); joined with the fact that only paid Sales seats can visualize the Prospecting workspace's data, leaves our management team completely blind as to how the Sales team is currently performing ...read more

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

Reply Discussion Announcement

13 upvotes

0 Reply

CResch on October 13, 2024

Custom Property not showing on quote template (Added in Design Manager)

Hi Hubspot, I would like to create customized quotes that populate more fields than what the customized templates under "Quotes" offer. For that I did the following: Added the custom Property as property in the company properties: Added the read more

Reply Discussion Professional

0 upvote

0 Reply

MAsghari on October 13, 2024

HubSpot UI Extensions | Issue with LineChart component: not rendering datetime correctly

I'm using the LineChart component in a HubSpot UI extension. My data contains Unix timestamps, but when I set fieldType: 'datetime' for the x-axis, the chart doesn't display the date properly. I converted the timestamps to ISO 8601 format using read more

Reply Discussion CRM

0 upvote

0 Reply

00444 on October 13, 2024

Sequence problem - Delivery has failed

I am having a problem with a sequence - I already used in past sequences without any problem , what changed now? Delivery has failed to these recipients or groups: example@xxxx.com ognized as a valid sender. The most common reason for this read more

Reply Discussion Sequences

0 upvote

2 Replies

00444

Member

October 13, 2024

Happened with 450 emails I sent a few hours ago. All of them had the same error and message. All of the emails I sent were to people who I am in co...read more

Hubwrec on October 13, 2024

How to Build a Funnel Report Tracking Conversion Rate Between Custom Stages for a Custom Object?

Hi everyone, We have a custom object called "Candidates" with custom stages such as Review, 1st Interview, 2nd Interview, 3rd Interview, Offer, and Hired. We’d like to create a funnel report that tracks the conversion rate from the Review stage read more

Reply Discussion Enterprise

0 upvote

0 Reply

tiago_bezerra on October 11, 2024

Upgrade/Downgrade

Hi, I work in a SaaS company. It`s a monthly service and they can cancel at anytime. Currently we have a deal created for when they buy it. We track monthly and set up fee. If they decide to cancel we create a deal in a different pipeline attache read more

Reply Discussion best practices Sales

0 upvote

1 Reply

JWingate2

Guide | Elite Partner

October 12, 2024

Hi @tiago_bezerra , I tend to agree with having it be a new deal, but what I would do (If you have Professional or Enterprise level) is crea...read more

KCaballero8 on October 11, 2024

Inbound calls don't go to voicemail

I've set up my voicemail and ringing in browser configs correctly, but for some reason when somebody calls me: A) it doesn't ring in my browser, i just get a missed call notification B) they don't hear my upload voicemail, but rather an automated read more

Reply Discussion Professional

0 upvote

1 Reply